| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
3
4
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.34 | 4.34 |
| Stocks | 87.83 | 87.83 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 7.83 | 7.83 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 5.42 |
| Google, Inc. Class A | GOOG | 15.98 | 4.05 |
| MasterCard Incorporated Class A | MA | 10.06 | 3.84 |
| Biogen Idec Inc | BIIB | 46.43 | 3.56 |
| Home Depot, Inc. | HD | 18.27 | 3.01 |
| Amazon.com Inc | AMZN | -1.05 | 2.9 |
| Visa, Inc. | V | 9.74 | 2.71 |
| Sherwin-Williams Company | SHW | 18.06 | 2.53 |
| Gilead Sciences Inc | GILD | 36.53 | 2.38 |
| Union Pacific Corp | UNP | 16.42 | 2.24 |
